Job Title:
Philanthropic Advisor

Company: SM Diversity

Location: seattle, WA

Created: 2024-04-23

Job Type: Full Time

Job Description:

Join our prestigious client, Seattle Foundation, and embark on a rewarding journey as a Philanthropic Advisor! With your exceptional relationship-building skills and strategic mindset, you will be instrumental in connecting with individuals and organizations both within and outside of the Foundation. Your expert guidance and advice will play a vital role in amplifying community impact and driving positive change.Position HighlightsSalary: $95,000 - $105,000 AnnuallyType: Permanent; Full-Time, SalaryExemptLocation: Hybrid Work Model; Offices located downtown Seattle, WAAbout Seattle Foundation"The heart and science of philanthropy" is the intersection of philanthropic passion and data-driven solutions to create lasting change. As the community's foundation, Seattle Foundation's mission is to ignite powerful and rewarding philanthropy to make Greater Seattle a stronger, more vibrant community for all.Position Overview:This is an exciting position bridging the interests and passions of generous philanthropists and critical community needs and opportunities. By building relationships and making strategic connections within and outside the Foundation, the Philanthropic Advisor is a trusted partner to Seattle Foundation philanthropists. Our fundholders and donors cover the spectrum in terms of age, interests, and giving experience, and our goal is to meet them where they are and support them in their giving journey to high impact philanthropy through expert advising. Reporting to the Director of Philanthropic Advising, this role is responsible for supporting an array of funds (individuals, couples, multi-generational families, non-profit agency endowments and businesses) to support and advance their philanthropy and impact in the community.Primary Responsibilities:Develop an innovative, proactive approach to build relationships with, and engage with fundholders and prospective donors, including potential nonprofit endowment partners. Educate fundholders about charitable options and create strategic and innovative gift plans, including the drafting of fund agreements and related documents, in order to reach their philanthropic goals in a manner consistent with Seattle Foundation's mission, best practices, and policiesAdapt to the culture and workstyle of the client, building trust and working partnerships with a variety of stakeholders that could include fund advisors, financial advisors, business partners, etcWilling and able to engage in conversations with people that might challenge predominant narratives andor their views on philanthropy or communitiesOffer personalized consulting to assigned funds to achieve their philanthropic goals and increase aligned giving in support of organizational strategic prioritiesSupport fundraising for the Foundation's activities and discretionary grantmaking through targeted and collaborative solicitations with Foundation leadershipWriting and editing collateral including (but not limited to) custom proposals and stewardship reportsResponsible for setting clear and accurate goals within personal portfolio around fund replenishments to support revenue generation and growthPartner across multiple teams to understand the strategies (program and finance) to grow alignment and co-investment opportunities to support mission aligned activitiesParticipate fully in the Foundation-wide fundraising plan and ensure timely documentation and tracking of moves management in the databaseManage, as part of a team andor independently multiple projects in donor services, fund development and outreach to prospective donors and professionalfinancial advisorsFacilitate philanthropist education workshops, including (but not limited to) Giving with Impact, and plan and participate in events to raise support for the community andor build awareness for the FoundationServe as a business development thought partner, working closely with the team to implement growth strategies and marketing plans, develop presentations, reference materials, and other outreach documents as neededEnsure that critical information around each fundholder is captured consistent with our systems and policiesStay current in philanthropic best practices, trends, and community issues, and be knowledgeable in the full spectrum of initiatives of the FoundationProvide support for special events and other donor-related special engagementsAttend regularly scheduled Philanthropic Services, cross-department, and Foundation-wide staff meetingsParticipate in task force groups for special projectsRepresent the Foundation in the community at speaking engagements, professional organizations, conferences, and other community eventsGiven the nature of the work, the role requires flexibility for evening meetings and eventsRequirementsMinimum of 7 years' experience including work at a community organization in development andor program-related work; major gift fundraising; and corporate givingDemonstrated experience with Major Gift Fundraising andor Planned GivingProven experience in portfolio management including donor cultivation, solicitation, and stewardshipTrack record working with high-net-worth individuals and multi-generational familiesExperience in the philanthropic sector and nonprofit community in the Greater Seattle regionExperience advising donors on philanthropic trends and opportunities; experience in corporate philanthropy and corporate social responsibilityWe are also looking for:Commitment to the vision, mission, and values of Seattle FoundationStrong interpersonal skills and experience working cross-functionalityStrong relationship-building skills, with a high-quality customer-service orientationExcellent written and verbal communication skills, including confidence in public speakingProficiency in Microsoft Word, Excel, Outlook and Relational DatabasesStrong organizational and project management skills including attention to detailAbility to listen, assess, and identify appropriate resources and implement solutions. Active Listening training a plusDemonstrated ability to meet deadlines and be composed under pressureAbility to work independently and collaboratively within a team in a fast-paced, evolving work environmentDemonstrated ability of taking initiative and proactively and continually looking for ways to improveBenefitsSalary: $95,000-$105,000 Annually100% Paid by employer: medical, dental, vision, life, AD&D, LTD. 403(b)Retirement matched at 5%; increasing to 10% over time, 100% immediate vesting. PTO: 3 weeks' vacation, 2 weeks sick, 4 wellness days, 15 holidays,$1,200 annual remote work benefit, $750 annual wellness benefit, $1,200 annual transit benefit; Professional development stipend, optional Flex plan and dependent coverageSafety and Health Requirements:Seattle Foundation places the health and safety of its employees and the communities we serve as our highest priority. To support this priority, we require that all employees be fully vaccinated against COVID-19. Waivers are available for accepted medical and religious exemptions.